LOBFX Mutual Fund

LOBFX Mutual Fund

NAV$14.09
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Returns Overview

1 Month
-1.62%
3 Months
-2.19%
6 Months
+5.63%
YTD
+3.83%
1 Year
+6.08%
3 Years (annualized)
+13.26%
5 Years (annualized)
+4.44%
10 Years (annualized)
+8.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LOBFX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+3.83%
Peer Avg (YTD)
+4.96%
vs Peers
-1.13%

LOBFX Mutual Fund Performance

LOBFX performance across multiple time periods: 1-month -1.62%, YTD 3.83%, 1-year 6.08%, 3-year 13.26%, 5-year 4.44%, 10-year 8.26%.

LOBFX returns trail the peer average of 4.96% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

LOBFX vs another fund shows side-by-side returns. LOBFX alternatives are available in the Mutual Fund Screener.